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Banking Customer Advocate

1 week ago


Portland, Oregon, United States Umpqua Bank Full time
About Our Team

At Umpqua Bank, we value diversity, equity, and inclusion. We strive to create a workplace culture where everyone feels welcome, valued, and empowered to contribute.

Job Description

This role is responsible for providing exceptional customer service, processing transactions efficiently, and building relationships with customers. Key responsibilities include:

  • Cash handling functions (deposits, withdrawals, cash advances, payments, transfers, check cashing, etc.)
  • Balancing cash drawer and transactions
  • Learning new and existing products and services
  • Discussing and accessing customers' financial needs to identify and offer appropriate products and services
  • Safeguarding against loss by ensuring safekeeping of money and prompt accounting or transfer of funds
  • Identifying fraudulent activity
  • Reading, understanding, and following relevant SOPs
  • Performing daily tasks that maintain branch integrity (balancing ATM, processing night drop, balancing negotiable instruments, processing returned mail, balancing credit card machine, monitoring lobby rate sheets and brochures)
  • Supporting referral goals for branch by focusing on and identifying basic bank products for business partners
  • Providing an extraordinary customer experience
Requirements

To be successful in this role, you should have:

  • A high school diploma or GED
  • Some experience in customer service
  • Bilingual skills preferred
  • The ability to work in a fast-paced, cash-handling environment
  • Maintaining a professional demeanor at all times
  • Strong organizational and time management skills
  • Ability to work effectively as part of a team
  • Passing Client Service Specialist training programs
  • Building relationships with customers and internal teammates
  • Ability to perform repetitive finger, hand, and arm movements
  • Thinking critically and providing solutions
Compensation

Our total rewards package includes a competitive salary and comprehensive benefits, such as medical, dental, and vision coverage, 401(k) retirement plan, and paid time off. Estimated salary range: $18-$22 per hour.